IAG Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

IAG Wealth Partners’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45.5M	Sell	889,480 -225,169	-20%	-$11.8M	4.27%	4
2026 Q2	$59.6M	Buy	1,114,649 +5,106	+0.5%	+$273K	5.9%	2
2026 Q1	$59.7M	Sell	1,109,543 -91,217	-8%	-$4.94M	6.66%	2
2025 Q4	$64.9M	Buy	1,200,760 +21,024	+2%	+$1.14M	7.52%	2
2025 Q3	$63.9M	Buy	1,179,736 +188,358	+19%	+$10.1M	7.67%	1
2025 Q2	$53.1M	Sell	991,378 -88,871	-8%	-$4.71M	7.03%	2
2025 Q1	$57.8M	Buy	1,080,249 +783,953	+265%	+$41.4M	8.99%	1
2024 Q4	$15.5M	Buy	296,296 +295,767	+55,911%	+$15.7M	2.73%	11
2024 Q3	$28.9K	Buy	+529	New	+$28.4K	0.01%	242

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

IAG Wealth Partners's JBND Position: Q3 2026 in Review

IAG Wealth Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 20% in Q3 2026, selling an estimated $11.8M and leaving 889,480 shares worth $45.5M. The position accounts for 4.27% of the portfolio, ranked #4.

IAG Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $64.9M in Q4 2025. 212 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

IAG Wealth Partners held 889,480 shares of JPMorgan Active Bond ETF worth $45.5M as of Q3 2026.
IAG Wealth Partners sold 225,169 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $11.8M.
JPMorgan Active Bond ETF made up 4.27% of IAG Wealth Partners's portfolio in Q3 2026, its #4 holding.
IAG Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 9 quarters since.
IAG Wealth Partners's JPMorgan Active Bond ETF position peaked at $64.9M in Q4 2025.
212 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.